NVDA
NVIDIA
-- 142.395 TSLA
Tesla
-- 374.055 SOUN
SoundHound AI
-- 13.995 PLTR
Palantir
-- 76.189 MSTR
MicroStrategy
-- 403.850 Morning report: FRB Chairman - U.S. economy is solid, can further cut interest rates Marvel up 23% with strong earnings due to AI demand.
moomoo users, good morning!![]()
Here are the key points of the early morning report today.
●[Tokyo Stock Market Forecast Range] 30,9200 yen - 30,9700 yen (closing price on the 4th, 30,9276 yen and 39 sen).
●Federal Reserve Chair Powell: "The U.S. economy is surprisingly strong", leading to a rise in stocks.
●President Trump nominates Mr. Atkins as SEC Chairman, Bitcoin rises.
●Marvel Technology, up 23% following earnings, led by strong demand for AI.
Eli Lilly's obesity treatment drug outperforms Novo's product.
Meta, related stocks are rising in securing nuclear energy.
"Queen of Investing" Cathie Wood's ARK hits a year-to-date high! Check the top performing stocks.
ADR Major Stocks (Japan) - Tokyo Electric Power, Keyence are rising, INPEX, Mazda are falling.
- Moomoo News Julie
●Federal Reserve Chair Powell: "The U.S. economy is surprisingly strong", leading to a rise in stocks.
●President Trump nominates Mr. Atkins as SEC Chairman, Bitcoin rises.
●Marvel Technology, up 23% following earnings, led by strong demand for AI.
Eli Lilly's obesity treatment drug outperforms Novo's product.
Meta, related stocks are rising in securing nuclear energy.
"Queen of Investing" Cathie Wood's ARK hits a year-to-date high! Check the top performing stocks.
ADR Major Stocks (Japan) - Tokyo Electric Power, Keyence are rising, INPEX, Mazda are falling.
- Moomoo News Julie
Market Overview
◇On July 4th, the US stock market sees gains in S&P 500 and Nasdaq indices.Updating to a new high again.The US economy is solid, and further easing can be done gradually. This statement by Chairman Powell of the Federal Reserve Board has led to a rise in stocks. Following yesterday's movement,The Magnificent 7 led the rise.I did.
◇It had been pushed back near the 0.1 million dollar mark.Bitcoin also turned around.It became active. It seems that Mr. Trump nominated a cryptocurrency advocate as the next SEC chairman and Mr. Powell's statement likening Bitcoin to gold also provided support.
◇On the 5th, the Tokyo stock market is expected to be dominated by buying, and the Nikkei average is likely to aim for the latter half of the 90,000 yen range.
◇It had been pushed back near the 0.1 million dollar mark.Bitcoin also turned around.It became active. It seems that Mr. Trump nominated a cryptocurrency advocate as the next SEC chairman and Mr. Powell's statement likening Bitcoin to gold also provided support.
◇On the 5th, the Tokyo stock market is expected to be dominated by buying, and the Nikkei average is likely to aim for the latter half of the 90,000 yen range.
Top News
U.S. economy is solid, and further gradual rate cuts are possible = FRB Chairman
◇Jerome Powell, Chairman of the Federal Reserve Board (FRB), indicated on the 4th that given the improved economic conditions since the start of rate cuts in September, it is possible to take more time to proceed with further rate cuts.
◇Key remarks from FRB Chairman Powell:
The current state of the USA economy is surprisingly good.
Very satisfied with the current situation of the economy and monetary policy.
The unemployment rate remains very low, and progress is being made regarding inflation.
On a path to raise interest rates to a neutral level.
Bitcoin is a speculative asset, different from gold only in being digital, and not a substitute for the dollar.
◇In response to Powell's remarks, the stock market rose. Comments comparing Bitcoin to gold led to an increase in Bitcoin as well.
U.S. economy is solid, and further gradual rate cuts are possible = FRB Chairman
◇Jerome Powell, Chairman of the Federal Reserve Board (FRB), indicated on the 4th that given the improved economic conditions since the start of rate cuts in September, it is possible to take more time to proceed with further rate cuts.
◇Key remarks from FRB Chairman Powell:
The current state of the USA economy is surprisingly good.
Very satisfied with the current situation of the economy and monetary policy.
The unemployment rate remains very low, and progress is being made regarding inflation.
On a path to raise interest rates to a neutral level.
Bitcoin is a speculative asset, different from gold only in being digital, and not a substitute for the dollar.
◇In response to Powell's remarks, the stock market rose. Comments comparing Bitcoin to gold led to an increase in Bitcoin as well.
Bitcoin rebounding as cryptocurrency advocates prepare for the next SEC chairman.
◇代表的な暗号資産であるビットコイン（BTC）は売られたところから切り返す動き。対ドルでは0.09 million5000ドル割れから0.09 million6400ドル台まで反発し、対円でも14.24 million円前後から14.5 million円付近まで持ち直した。
◇トランプ米次期大統領は自身のSNSで、次の米証券取引委員会（SEC）委員長にポール・アトキンスを指名すると発表。暗号資産の推進派として知られる同氏がSECのトップに立つことを市場は好感したもよう。
◇暗号資産関連銘柄の $MicroStrategy (MSTR.US)$ が8.7％上昇、 $Coinbase (COIN.US)$ が7.0％上昇した。
◇代表的な暗号資産であるビットコイン（BTC）は売られたところから切り返す動き。対ドルでは0.09 million5000ドル割れから0.09 million6400ドル台まで反発し、対円でも14.24 million円前後から14.5 million円付近まで持ち直した。
◇トランプ米次期大統領は自身のSNSで、次の米証券取引委員会（SEC）委員長にポール・アトキンスを指名すると発表。暗号資産の推進派として知られる同氏がSECのトップに立つことを市場は好感したもよう。
◇暗号資産関連銘柄の $MicroStrategy (MSTR.US)$ が8.7％上昇、 $Coinbase (COIN.US)$ が7.0％上昇した。
Related Article:Mr. Trump has nominated Mr. Atkins as SEC chairman.
Marvel Technology's stock surged 23% following earnings, driven by strong demand for artificial intelligence (AI).
◇Engaged in semiconductor solutions. $Marvell Technology (MRVL.US)$ Soared 23%.
◇The earnings for the 8-10 month period exceeded expectations in both earnings per share and revenue. The data center division, which accounts for a significant portion of the revenue, performed well, driven by strong demand for AI. Earnings per share guidance for the 11-1 month period also exceeded expectations.
◇Engaged in semiconductor solutions. $Marvell Technology (MRVL.US)$ Soared 23%.
◇The earnings for the 8-10 month period exceeded expectations in both earnings per share and revenue. The data center division, which accounts for a significant portion of the revenue, performed well, driven by strong demand for AI. Earnings per share guidance for the 11-1 month period also exceeded expectations.
Eli Lilly's obesity treatment drug's effectiveness surpasses Novo's product.
The major US pharmaceutical company $Eli Lilly and Co (LLY.US)$ In the first direct comparison trial of the obesity treatment drugs 'Zepbound' and the competing drug from Denmark's leading pharmaceutical company, $Novo-Nordisk A/S (NVO.US)$ Zepbound showed significantly greater weight loss effects compared to UGOVI.
The major US pharmaceutical company $Eli Lilly and Co (LLY.US)$ In the first direct comparison trial of the obesity treatment drugs 'Zepbound' and the competing drug from Denmark's leading pharmaceutical company, $Novo-Nordisk A/S (NVO.US)$ Zepbound showed significantly greater weight loss effects compared to UGOVI.
Meta, towards securing nuclear energy
◇ $Meta Platforms (META.US)$ HP announced on the 3rd that it will solicit proposals from developers to achieve 1-4 gigawatts of nuclear power capacity in the early 2030s in the USA, believed to meet the demand for AI data centers.
◇Following the announcement of Meta, $Vistra Energy (VST.US)$ rose by 4.6%, $Constellation Energy (CEG.US)$ increased by 2.7%.
◇ $Meta Platforms (META.US)$ HP announced on the 3rd that it will solicit proposals from developers to achieve 1-4 gigawatts of nuclear power capacity in the early 2030s in the USA, believed to meet the demand for AI data centers.
◇Following the announcement of Meta, $Vistra Energy (VST.US)$ rose by 4.6%, $Constellation Energy (CEG.US)$ increased by 2.7%.
Cathie Wood, known as the 'Queen of Investment', sees ARK hitting a year-to-date high! Check the top performing stocks.
● Founded by the 'Queen of Investment' Cathie Wood, $ARK Innovation ETF (ARKK.US)$ focuses on theme-specific investments centered around disruptive innovation. Their investment strategy focuses on areas like next-generation internet, artificial intelligence, robotics, energy storage, and more. ARK's investments span across public stocks, ETFs, index funds, private investment trusts, and more.
● In Monday's trading, ARK saw its stock price briefly reach 59.63, setting a year-to-date high. Since the U.S. presidential election on November 5, ARK has risen over 23%. This is mainly supported by the price increase of holdings such as Tesla and the major U.S. cryptocurrency exchange Coinbase. $Tesla (TSLA.US)$ is the largest holding in the ARK Innovation ETF, with a holding ratio of 13.97%. $Coinbase (COIN.US)$ and $Robinhood (HOOD.US)$ They are the second and sixth positions in the hold positions respectively.
● Founded by the 'Queen of Investment' Cathie Wood, $ARK Innovation ETF (ARKK.US)$ focuses on theme-specific investments centered around disruptive innovation. Their investment strategy focuses on areas like next-generation internet, artificial intelligence, robotics, energy storage, and more. ARK's investments span across public stocks, ETFs, index funds, private investment trusts, and more.
● In Monday's trading, ARK saw its stock price briefly reach 59.63, setting a year-to-date high. Since the U.S. presidential election on November 5, ARK has risen over 23%. This is mainly supported by the price increase of holdings such as Tesla and the major U.S. cryptocurrency exchange Coinbase. $Tesla (TSLA.US)$ is the largest holding in the ARK Innovation ETF, with a holding ratio of 13.97%. $Coinbase (COIN.US)$ and $Robinhood (HOOD.US)$ They are the second and sixth positions in the hold positions respectively.
Foreign exchange
Key Market Events
December 5th (Thursday)
First negative, moon age 3.9
"5 wins 5 losses" (The past 10 years of the Nikkei average YinYang star)
Domestic
□ Status of securities transactions with foreign and domestic partners (8:50)
Imported car sales in November (10:30).
New car sales by car model in November (11:00).
30-year government bond auction.
Overseas
Market closed in Thailand.
□ Germany's October manufacturing new orders (16:00)
□ Eurozone October retail revenue (19:00)
★ USA October trade balance (22:30)
Initial jobless claims in the USA (22:30)
Overseas Earnings
[USA] The Kroger, Lululemon Athletica, HP Enterprise, Dollar General, and DocuSign
December 5th (Thursday)
First negative, moon age 3.9
"5 wins 5 losses" (The past 10 years of the Nikkei average YinYang star)
Domestic
□ Status of securities transactions with foreign and domestic partners (8:50)
Imported car sales in November (10:30).
New car sales by car model in November (11:00).
30-year government bond auction.
Overseas
Market closed in Thailand.
□ Germany's October manufacturing new orders (16:00)
□ Eurozone October retail revenue (19:00)
★ USA October trade balance (22:30)
Initial jobless claims in the USA (22:30)
Overseas Earnings
[USA] The Kroger, Lululemon Athletica, HP Enterprise, Dollar General, and DocuSign
Source: Dow Jones, MINKABU, Trader's Web, Fisco
Disclaimer: Moomoo Technologies Inc. is providing this content for information and educational use only.
Read more
Comment
Sign in to post a comment